+66.0%
AMAT vs AHR
+22.0%
+44.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.7% |
| 7D | +19.3% | +4.6% | +14.7% | +20.1% |
| 30D | -17.9% | +11.6% | -29.6% | -16.3% |
| 3M | -30.4% | +12.0% | -42.5% | -28.9% |
| 6M | -11.4% | +15.0% | -26.5% | -8.5% |
| YTD | +48.8% | +26.5% | +22.3% | +47.4% |
| 1Y | +66.0% | +25.0% | +41.0% | +65.3% |
| All | +66.0% | +22.0% | +44.0% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling